401k Plan data: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

KAZMIER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: KAZMIER & ASSOCIATES, INC.

Employer identification number (EIN): 581210893

NAIC Classification: 562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-10-01
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01 JULIE S POSKE 2021-02-10
001 2018-10-01 JULIE S POSKE 2020-03-24
001 2017-10-01 JULIE S POSKE 2018-12-04
001 2016-10-01 JULIE S POSKE 2017-11-28
001 2015-10-01 JULIE S POSKE 2017-01-18
001 2015-01-01 JULIE S POSKE 2016-01-21
001 2014-01-01 JULIE S POSKE 2015-04-13
001 2013-01-01 JULIE S POSKE
001 2012-01-01 JULIE S POSKE
001 2011-01-01 JULIE S POSKE
001 2010-01-01 ANTHONY L. PALMER
001 2009-01-01 ANTHONY L. PALMER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-10-01
001	2022-10-01
001	2021-10-01
001	2020-10-01
001	2019-10-01	JULIE S POSKE	2021-02-10
001	2018-10-01	JULIE S POSKE	2020-03-24
001	2017-10-01	JULIE S POSKE	2018-12-04
001	2016-10-01	JULIE S POSKE	2017-11-28
001	2015-10-01	JULIE S POSKE	2017-01-18
001	2015-01-01	JULIE S POSKE	2016-01-21
001	2014-01-01	JULIE S POSKE	2015-04-13
001	2013-01-01	JULIE S POSKE
001	2012-01-01	JULIE S POSKE
001	2011-01-01	JULIE S POSKE
001	2010-01-01	ANTHONY L. PALMER
001	2009-01-01	ANTHONY L. PALMER

Plan Statistics for KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-11-20 15
Total number of particpants at end of year 2025-11-20 16
Number of Participants With Account Balances 2025-11-20 16
2024: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-11-15 16
Total number of particpants at end of year 2024-11-15 15
Number of Participants With Account Balances 2024-11-15 15
2013: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 20
Number of participants with account balances 2010-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-11-20	15
Total number of particpants at end of year	2025-11-20	16
Number of Participants With Account Balances	2025-11-20	16
2024: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-11-15	16
Total number of particpants at end of year	2024-11-15	15
Number of Participants With Account Balances	2024-11-15	15
2013: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	20
Number of participants with account balances	2010-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-11-20	0
Total liabilities as of the end of the plan year	2025-11-20	0
Total liabilities as of the beginning of the plan year	2025-11-20	0
Total expenses incurred by plan in this plan year	2025-11-20	3483527
Net assets as of the end of the plan year	2025-11-20	3583626
Total assets as of the beginning of the plan year	2025-11-20	6475501
Value of plan covered by a fidelity bond	2025-11-20	500000
Participant contributions to plan in this plan year	2025-11-20	50746
Value of participant loans at end of plan year	2025-11-20	55629
Other expenses paid from plan in this plan year	2025-11-20	1623
Other contributions to plan in this plan year	2025-11-20	0
Other income to plan in this plan year	2025-11-20	456429
Plan net income in this plan year	2025-11-20	-2891875
Net assets as of the end of the plan year	2025-11-20	3583626
Net assets as of the beginning of the plan year	2025-11-20	6475501
Employer contributions to plan in this plan year	2025-11-20	84477
Fees paid to broker by Benefit Provider	2025-11-20	12222
Expensese paid to adminstrative service provicers from plan in this plan year	2025-11-20	25887
2024 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-11-15	0
Total liabilities as of the end of the plan year	2024-11-15	0
Total liabilities as of the beginning of the plan year	2024-11-15	0
Total expenses incurred by plan in this plan year	2024-11-15	777530
Net assets as of the end of the plan year	2024-11-15	6475501
Total assets as of the beginning of the plan year	2024-11-15	5778004
Value of plan covered by a fidelity bond	2024-11-15	500000
Participant contributions to plan in this plan year	2024-11-15	67247
Value of participant loans at end of plan year	2024-11-15	96272
Other expenses paid from plan in this plan year	2024-11-15	2330
Other contributions to plan in this plan year	2024-11-15	0
Other income to plan in this plan year	2024-11-15	1308738
Plan net income in this plan year	2024-11-15	697497
Net assets as of the end of the plan year	2024-11-15	6475501
Net assets as of the beginning of the plan year	2024-11-15	5778004
Employer contributions to plan in this plan year	2024-11-15	99042
Fees paid to broker by Benefit Provider	2024-11-15	14755
Expensese paid to adminstrative service provicers from plan in this plan year	2024-11-15	35832
2013 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$76,911
Total income from all sources	2013-12-31	$722,514
Expenses. Total of all expenses incurred	2013-12-31	$1,605,033
Benefits paid (including direct rollovers)	2013-12-31	$1,595,091
Total plan assets at end of year	2013-12-31	$4,553,856
Total plan assets at beginning of year	2013-12-31	$5,513,286
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of tangible personal property	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$88,097
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,864
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$534,321
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-882,519
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,553,856
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,436,375
Assets. Value of participant loans	2013-12-31	$23,077
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$0
Assets. Value of employer real property	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$100,096
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$78
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$76,911
Total plan liabilities at beginning of year	2012-12-31	$147
Total income from all sources	2012-12-31	$533,044
Expenses. Total of all expenses incurred	2012-12-31	$118,129
Benefits paid (including direct rollovers)	2012-12-31	$106,714
Total plan assets at end of year	2012-12-31	$5,513,286
Total plan assets at beginning of year	2012-12-31	$5,021,607
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$83,929
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,754
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$422,878
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$414,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,436,375
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,021,460
Assets. Value of participant loans	2012-12-31	$24,309
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$95,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$0
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$26,237
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,661
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$147
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$181,468
Expenses. Total of all expenses incurred	2011-12-31	$100,181
Benefits paid (including direct rollovers)	2011-12-31	$72,563
Total plan assets at end of year	2011-12-31	$5,021,607
Total plan assets at beginning of year	2011-12-31	$4,940,173
Value of fidelity bond covering the plan	2011-12-31	$500,000
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$89,165
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,964
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$27,171
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$81,287
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,021,460
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,940,173
Assets. Value of participant loans	2011-12-31	$19,813
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$133,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$65,132
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$18,654
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$448,995
Expenses. Total of all expenses incurred	2010-12-31	$75,265
Benefits paid (including direct rollovers)	2010-12-31	$46,631
Total plan assets at end of year	2010-12-31	$4,940,173
Total plan assets at beginning of year	2010-12-31	$4,566,443
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$104,925
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,906
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$315,822
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$373,730
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,940,173
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,566,443
Assets. Value of participant loans	2010-12-31	$32,539
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$110,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$28,248
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$17,728
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2013: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KAZMIER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	17671
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	12839012
Policy instance	2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number	997927C
Policy instance	3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	12839012
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	17671
Policy instance	1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number	997927C
Policy instance	3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	12839012
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	17671
Policy instance	1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number	997927C
Policy instance	3
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number	997927C
Policy instance	3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	12839012
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	17671
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KAZMIER & ASSOCIATES, INC.
Employer identification number (EIN):	581210893
NAIC Classification:	562000